AI Is Consuming the Memory Supply Chain
Supply ChainThe current RAM shortage did not appear overnight. Memory producers are prioritizing AI and server products while new factory capacity remains years away.
Supply Chain
How goods move, where they get stuck, and why it matters
2026
Where AI Helps Procurement and Where It Does Not
Supply ChainAI can remove hours of data entry from procurement. Its value drops quickly when the work depends on judgment or relationships.
China Plus One Is Easier to Announce Than to Execute
Supply ChainDiversification reduces concentration risk, but building a reliable second source takes more time and money than most plans allow.
Understanding TSMC's Role in Global Chip Supply
Supply ChainTaiwan makes roughly 90 percent of the world's leading-edge chips. The dependency is about process knowledge as much as geography.